Dealing with the tax consequences of a highly appreciated asset
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how a highly appreciated stock position, can create both a tax and estate planning issue. Read the Article.
Q&As on Roth 401(k)s
A Roth 401(k) option offers investors a unique opportunity to tax diversify retirement savings. We answer popular questions in this week’s Financial Tip.
Case Study: Dealing With the Tax Consequences of a Highly Appreciated Asset
Our experts discuss the options available to investors owning a concentrated position in a highly appreciated asset.
Calculating the gain on the sale of your home
In today’s Marietta Daily Journal: Bil Lako, CFP®, explains how complicated calculating the gain on your home can be. Read the Article.
Mid-Year 2016: An Investment Reality Check
How have the year’s events affected your portfolio? Do a mid-year investment check considering these three points. We explain in this week’s Financial Tip.
10 Years and Counting: Points to Consider as You Approach Retirement
Retiring sounds easy, but have you considered how changes in your income sources affect your standard of living? Read more in this week’s Financial Tip.
Holding Fixed Income in Your IRA, Rather than Your 401(k)
In this week’s Marietta Daily Journal, Bil Lako, CFP® explains why fixed income investments should be in your IRA—not your 401(k). Read the Article
Projecting a Happy Retirement
Scary Fact: 41% of households headed by someone aged 55 to 64 had no retirement savings. Learn the steps you should take now in this week’s Financial Tip.
Simplicity is not Only for Investments, but Where You are Invested, too
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how simplicity in your finances can provide you with more flexibility. Read the Article
Your Adviser Should Pay Careful Attention to Your Capital Gains and Losses
Your financial adviser should not only manage your portfolio for investment returns, but for tax efficiency as well. While tax loss harvesting is often considered at the end of the year, this classic strategy can and should be used by advisers throughout the year to help control their clients’ tax liability. By working closely with our clients and their tax advisers, our experts are able to keep in mind other income that could be offset by tax loss selling.